These are saved and safe, but missing mandatory fields. Follow up with the client to complete them.
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Inquiries
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⌕
Ref
Customer
Corridor
HS code
Status
Waiting on
Created
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Customers
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Name
Company
Phone
Email
Type
Total
Confirmed
Rejected
In progress
Last seen
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Carriers
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Name
Contact
Corridors
Pricing
Active
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Transport Partners
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Name
Contact
Commission
Coverage
Active
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Reports
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Based on inquiry date (when the request was submitted).
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Total inquiries
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Priced
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Not yet priced
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Missing documents
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New customers
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New carriers
Total inquiries
Ref
Customer
Date
Status
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Trend comparison (last 6 months)
Inquiries received
Inquiries confirmed for shipment
New customers acquired
"Missing documents" is computed from uploaded document categories (MSDS for hazardous loads, packing list when unit info is missing) — not from the inquiry status.
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Based on confirmation date — this tab covers shipments after customer confirmation, not inquiry date.
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Open (not yet delivered)
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Delivered
Open shipments
Ref
Customer
Carrier
Stage
Confirmed
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Commission earned (last 6 months)
Monthly commission — dominant currency shown, full breakdown in table below
Carriers
Carrier
Type
Shipments
Sales
Commission
Inland
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Shipment stage comes from the tracking events already logged for each inquiry (loading → departure → border arrival → border crossing → transshipment → delivery). There's no settlement/payment tracking yet — this tab covers shipment status only.
Pricing
Global settings
Border crossings & inland rates
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Select a border crossing
Province
Inland rate (USD)
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Add border crossing
Confirm
Edit customer
History
New carrier
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Save this carrier first — then reopen it with "Edit" to set up a login for their portal.
Carrier proposed an update to their terms ():
Open this tab to load the activity log
New partner
Statement
Price for this inquiry has changed
Choose what to do with this price before saving.
My account
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Role—
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New inquiry
Customer
Quick paste
Transport mode
Build the segment sequence:
Route
Cargo
Flags
Documents
Pricing
Applied only while "Hazardous cargo" is checked below
